Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARTERS INCCRI · Entity 4857 | Director | May 14, 2026 | May 15, 2026 |
| DOLLAR TREE, INC.DLTR · Entity 3189 | Director | October 01, 2026 | October 03, 2026 |
| EDGEWELL PERSONAL CARE CoEPC · Entity 4787 | Director | February 05, 2026 | February 09, 2026 |
| NEWELL BRANDS INC.NWL · Entity 4339 | Director | May 07, 2026 | May 11, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CARTERS INC
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,303 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 4,266 · Balance 17,303 F1: These shares were granted as part of the reporting person's director compensation. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were granted as part of the reporting person's director compensation.
DOLLAR TREE, INC.
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 393.25 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 393.25 · Balance 393.25 F1: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program. F3: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.
F2: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program.
F3: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.
EDGEWELL PERSONAL CARE Co
Report date February 05, 2026 · Filed February 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Equivalents 2-5-2026SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,817 |
Reported balance
After 2026-02-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-05 · Grant · Acquired 7,817 · Balance 7,817 F1: Restricted stock equivalents convert into shares of Edgewell common stock on the day preceding the next annual meeting of shareholders unless the Reporting Person elects to defer conversion until termination of service on Edgewell's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock equivalents convert into shares of Edgewell common stock on the day preceding the next annual meeting of shareholders unless the Reporting Person elects to defer conversion until termination of service on Edgewell's Board of Directors.
NEWELL BRANDS INC.
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 39,325 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 39,325 · Balance 39,325 F1: Each restricted stock unit represents a contingent right to receive one share of Newell Brands Inc. common stock. F2: The award shall vest in full upon the earlier of: (i) the first anniversary of the date of the grant of the award or (ii) the next annual meeting of the Company's stockholders, which is at least 50 weeks after the immediately preceding year's annual meeting of the Company's stockholders; provided the Reporting Person remains in continuous service on the Board until such vesting date. F3: N/A |
| Deferred RSU Phantom StockSEC Table II · derivative / convertible security | Direct | 50,552 |
Reported balance
Holding disclosure · report date 2026-05-07 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 50,552 F1: Each restricted stock unit represents a contingent right to receive one share of Newell Brands Inc. common stock. F4: The Reporting Person's phantom stock units will convert to shares of the Company's Common Stock on a one-for-one basis after the end of the reporting person's service on the Company's Board, in accordance with the DCP. F3: N/A F5: Represents vested awards of 49,859 RSUs granted in 2024 and 2025, pursuant to the Newell Brands Inc. 2022 Incentive Plan, which includes 30,418 RSUs that vested on May 7, 2026. The Reporting Person elected to defer settlement on the scheduled vesting date and the RSU's instead converted to an equal number of phantom stock units, in accordance with the DCP. F6: The report total includes 693.17 phantom stock units acquired by the Reporting Person pursuant to a dividend reinvestment feature of the DCP since the date of the last report. The additional phantom stock units acquired pursuant to the dividend reinvestment feature will be settled for cash after the end of the Reporting Person's service on the Company's Board |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Newell Brands Inc. common stock.
F2: The award shall vest in full upon the earlier of: (i) the first anniversary of the date of the grant of the award or (ii) the next annual meeting of the Company's stockholders, which is at least 50 weeks after the immediately preceding year's annual meeting of the Company's stockholders; provided the Reporting Person remains in continuous service on the Board until such vesting date.
F3: N/A
F4: The Reporting Person's phantom stock units will convert to shares of the Company's Common Stock on a one-for-one basis after the end of the reporting person's service on the Company's Board, in accordance with the DCP.
F5: Represents vested awards of 49,859 RSUs granted in 2024 and 2025, pursuant to the Newell Brands Inc. 2022 Incentive Plan, which includes 30,418 RSUs that vested on May 7, 2026. The Reporting Person elected to defer settlement on the scheduled vesting date and the RSU's instead converted to an equal number of phantom stock units, in accordance with the DCP.
F6: The report total includes 693.17 phantom stock units acquired by the Reporting Person pursuant to a dividend reinvestment feature of the DCP since the date of the last report. The additional phantom stock units acquired pursuant to the dividend reinvestment feature will be settled for cash after the end of the Reporting Person's service on the Company's Board
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
KNOLL INC
Report date July 19, 2021 · Filed July 21, 2021
Section 16 reporting ended · disclosed 2021-07-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-07-19 transaction · row 1
1 source rowRow 1 · 2021-07-19 · Disposition to issuer · Disposed 38,083 · Balance 0 F1: On July 19, 2021, pursuant to the Agreement and Plan of Merger, dated as of April 19, 2021 (the "Merger Agreement"), by and among Knoll, Inc. ("Knoll"), Herman Miller, Inc. ("Herman Miller") and Heat Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into Knoll (the "Merger"), with Knoll surviving the Merger as a wholly-owned subsidiary of Herman Miller. F2: Pursuant to the Merger Agreement, each share of Knoll common stock issued and outstanding immediately prior to the effective time of the Merger (including each outstanding Knoll restricted share held by the Reporting Person which vested per the terms of the Merger Agreement upon the effective time of the Merger) was converted into the right to receive (A) $11.00 in cash, without interest, and (B) 0.32 of a share of Herman Miller common stock, par value $0.20. On July 16, 2021 (the last full trading day prior to the Merger), the closing price of one share of Herman Miller common stock was $43.04. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 19, 2021, pursuant to the Agreement and Plan of Merger, dated as of April 19, 2021 (the "Merger Agreement"), by and among Knoll, Inc. ("Knoll"), Herman Miller, Inc. ("Herman Miller") and Heat Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into Knoll (the "Merger"), with Knoll surviving the Merger as a wholly-owned subsidiary of Herman Miller.
F2: Pursuant to the Merger Agreement, each share of Knoll common stock issued and outstanding immediately prior to the effective time of the Merger (including each outstanding Knoll restricted share held by the Reporting Person which vested per the terms of the Merger Agreement upon the effective time of the Merger) was converted into the right to receive (A) $11.00 in cash, without interest, and (B) 0.32 of a share of Herman Miller common stock, par value $0.20. On July 16, 2021 (the last full trading day prior to the Merger), the closing price of one share of Herman Miller common stock was $43.04.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 19, 2022 Filed May 23, 2022 21:17 UTC | CARTERS INC CRI · Entity 4857 | GrantCommon Stock | 3,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001060822-22-000146 · wf-form4_165334062887270.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,950 F1 · shares: These shares were granted as part of the reporting person's director compensation. F2 · balance_after: 1,975 of these shares of common stock are a one-time grant to a new director and vest on the third anniversary of the grant date, provided that Ms. Stahl has continuously been a director since the date of grant. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 19:38 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 148.97 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-011511 · form4.xml · derivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148.97 Underlying: Common Stock · 148.97 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 14:35 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 169.02 | $140.52 | $23,750.69 |
DisclosureSEC source: 0001127602-22-000221 · form4.xml · derivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169.02 Underlying: Common Stock · 169.02 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 12:25 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 242.4 | $97.98 | $23,750.35 |
DisclosureSEC source: 0001127602-21-026565 · form4.xml · derivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242.4 Underlying: Common Stock · 242.4 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| July 19, 2021 Filed Jul 21, 2021 21:33 UTC | KNOLL INC KNL · Entity 137164 | Disposition to issuerCommon Stock | 38,083 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-094589 · tm2122850-15_4seq1.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: On July 19, 2021, pursuant to the Agreement and Plan of Merger, dated as of April 19, 2021 (the "Merger Agreement"), by and among Knoll, Inc. ("Knoll"), Herman Miller, Inc. ("Herman Miller") and Heat Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into Knoll (the "Merger"), with Knoll surviving the Merger as a wholly-owned subsidiary of Herman Miller. F2 · price: Pursuant to the Merger Agreement, each share of Knoll common stock issued and outstanding immediately prior to the effective time of the Merger (including each outstanding Knoll restricted share held by the Reporting Person which vested per the terms of the Merger Agreement upon the effective time of the Merger) was converted into the right to receive (A) $11.00 in cash, without interest, and (B) 0.32 of a share of Herman Miller common stock, par value $0.20. On July 16, 2021 (the last full trading day prior to the Merger), the closing price of one share of Herman Miller common stock was $43.04. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 15:45 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 750.68 | $99.91 | $75,000.44 |
DisclosureSEC source: 0001127602-21-021464 · form4.xml · derivative · entry 2 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750.68 Underlying: Common Stock · 750.68 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F4 · kind: Represents deferral under the 2013 Director Deferred Compensation Plan of the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 15:45 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 237.71 | $99.91 | $23,749.61 |
DisclosureSEC source: 0001127602-21-021464 · form4.xml · derivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237.71 Underlying: Common Stock · 237.71 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 16:40 UTC | KNOLL INC KNL · Entity 137164 | GrantCommon Stock | 480 | $25.99 | $12,475.20 |
DisclosureSEC source: 0001388038-21-000086 · edgar.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,083 F1 · shares: This stock was acquired pursuant to the Knoll, Inc. Amended and Restated Non-Employee Director Compensation Plan in a transaction exempt from Section 16 under Rule 16b-3(d). Under this Plan, directors may elect in advance to receive shares of common stock in lieu of all or a portion of their cash retainer at a price per share equal to the closing price of the common stock on the last business day of the quarter (referred to as the "transaction date"). The price as shown above reflects the last sale price of the common stock on the transaction date. Read SEC document |
| May 18, 2021 Filed May 19, 2021 16:55 UTC | KNOLL INC KNL · Entity 137164 | GrantCommon Stock | 3,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001388038-21-000070 · edgar.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,603 F1 · shares: These shares were granted pursuant to the Knoll, Inc. Amended and Restated Non-Employee Director Compensation Plan. These shares vest in two equal annual installments beginning one year from the date of grant. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 17:51 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 204.87 | $115.93 | $23,750.58 |
DisclosureSEC source: 0001127602-21-012973 · form4.xml · derivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204.87 Underlying: Common Stock · 204.87 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 17:23 UTC | KNOLL INC KNL · Entity 137164 | GrantCommon Stock | 757 | $16.51 | $12,498.07 |
DisclosureSEC source: 0001388038-21-000050 · edgar.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,037 F1 · shares: This stock was acquired pursuant to the Knoll, Inc. Amended and Restated Non-Employee Director Compensation Plan in a transaction exempt from Section 16 under Rule 16b-3(d). Under this Plan, directors may elect in advance to receive shares of common stock in lieu of all or a portion of their cash retainer at a price per share equal to the closing price of the common stock on the last business day of the quarter (referred to as the "transaction date"). The price as shown above reflects the last sale price of the common stock on the transaction date. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 19:54 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 219.83 | $108.04 | $23,750.43 |
DisclosureSEC source: 0001127602-21-000126 · form4.xml · derivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219.83 Underlying: Common Stock · 219.83 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 16:33 UTC | KNOLL INC KNL · Entity 137164 | GrantCommon Stock | 851 | $14.68 | $12,492.68 |
DisclosureSEC source: 0001388038-21-000018 · edgar.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,280 F1 · shares: This stock was acquired pursuant to the Knoll, Inc. Amended and Restated Non-Employee Director Compensation Plan in a transaction exempt from Section 16 under Rule 16b-3(d). Under this Plan, directors may elect in advance to receive shares of common stock in lieu of all or a portion of their cash retainer at a price per share equal to the closing price of the common stock on the last business day of the quarter (referred to as the "transaction date"). The price as shown above reflects the last sale price of the common stock on the transaction date. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 17:43 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 258.52 | $91.87 | $23,750.23 |
DisclosureSEC source: 0001127602-20-026132 · form4.xml · derivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258.52 Underlying: Common Stock · 258.52 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of directors fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 16:29 UTC | KNOLL INC KNL · Entity 137164 | GrantCommon Stock | 1,036 | $12.06 | $12,494.16 |
DisclosureSEC source: 0001388038-20-000089 · edgar.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,429 F1 · shares: This stock was acquired pursuant to the Knoll, Inc. Amended and Restated Non-Employee Director Compensation Plan in a transaction exempt from Section 16 under Rule 16b-3(d). Under this Plan, directors may elect in advance to receive shares of common stock in lieu of all or a portion of their cash retainer at a price per share equal to the closing price of the common stock on the last business day of the quarter (referred to as the "transaction date"). The price as shown above reflects the last sale price of the common stock on the transaction date. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 17:51 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 803.08 | $93.39 | $74,999.64 |
DisclosureSEC source: 0001127602-20-020773 · form4.xml · derivative · entry 2 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 803.08 Underlying: Common Stock · 803.08 shares Expires not disclosed F5 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F6 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. Shares pursuant to the deferral are granted from the Issuer's shareholder approved Omnibus Incentive Plan. F7 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F8 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 17:51 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 254.31 | $93.39 | $23,750.01 |
DisclosureSEC source: 0001127602-20-020773 · form4.xml · derivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254.31 Underlying: Common Stock · 254.31 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F4 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| June 30, 2020 Filed Jul 1, 2020 17:19 UTC | KNOLL INC KNL · Entity 137164 | GrantCommon Stock | 1,025 | $12.19 | $12,494.75 |
DisclosureSEC source: 0001388038-20-000070 · edgar.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,393 F1 · shares: This stock was acquired pursuant to the Knoll, Inc. Amended and Restated Non-Employee Director Compensation Plan in a transaction exempt from Section 16 under Rule 16b-3(d). Under this Plan, directors may elect in advance to receive shares of common stock in lieu of all or a portion of their cash retainer at a price per share equal to the closing price of the common stock on the last business day of the quarter (referred to as the "transaction date"). The price as shown above reflects the last sale price of the common stock on the transaction date. Read SEC document |
| May 08, 2020 Filed May 12, 2020 16:58 UTC | KNOLL INC KNL · Entity 137164 | GrantCommon Stock | 7,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001388038-20-000047 · edgar.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,368 F1 · shares: These shares were granted pursuant to the Knoll, Inc. Amended and Restated Non-Employee Director Compensation Plan. These shares vest in two equal annual installments beginning one year from the date of grant. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:26 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 325.61 | $72.94 | $23,749.99 |
DisclosureSEC source: 0001127602-20-013138 · form4.xml · derivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325.61 Underlying: Common Stock · 325.61 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of directors fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| January 01, 2020 Filed Jan 2, 2020 21:31 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 252.53 | $94.05 | $23,750.45 |
DisclosureSEC source: 0001127602-20-000170 · form4.xml · derivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252.53 Underlying: Common Stock · 252.53 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of directors fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 19:15 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 209.71 | $113.25 | $23,749.66 |
DisclosureSEC source: 0001127602-19-029960 · form4.xml · derivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209.71 Underlying: Common Stock · 209.71 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of directors fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F4 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 21:24 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 681.26 | $110.09 | $74,999.91 |
DisclosureSEC source: 0001127602-19-023721 · form4.xml · nonDerivative · entry 2 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,293.72 F2 · kind: Shares granted from the Issuer's shareholder approved Omnibus Incentive Plan and deferred under the 2013 Director Deferred Compensation Plan. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 21:24 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 215.73 | $110.09 | $23,749.72 |
DisclosureSEC source: 0001127602-19-023721 · form4.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,612.46 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| May 10, 2019 Filed May 14, 2019 16:51 UTC | KNOLL INC KNL · Entity 137164 | GrantCommon Stock | 4,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001388038-19-000052 · edgar.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,389 F1 · shares: These shares were granted pursuant to the Knoll, Inc. Amended and Restated Non-Employee Director Compensation Plan. These shares vest in two equal annual installments beginning one year from the date of grant. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 18:42 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 228.98 | $103.72 | $23,749.81 |
DisclosureSEC source: 0001127602-19-014520 · form4.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,396.73 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 20:04 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 262.95 | $90.32 | $23,749.64 |
DisclosureSEC source: 0001127602-19-000577 · form4.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,167.75 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 16:44 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 592.85 | $82.23 | $48,750.06 |
DisclosureSEC source: 0001127602-18-028922 · form4.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,904.8 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| July 01, 2018 Filed Jul 2, 2018 20:25 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 882.35 | $85.00 | $74,999.75 |
DisclosureSEC source: 0001127602-18-022215 · form4.xml · nonDerivative · entry 2 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,311.95 F2 · kind: Shares of Common Stock granted from the Issuer's shareholder approved Omnibus Incentive Plan and deferred under the 2013 Director Deferred Compensation Plan. Read SEC document |
| July 01, 2018 Filed Jul 2, 2018 20:25 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 581.27 | $85.00 | $49,407.95 |
DisclosureSEC source: 0001127602-18-022215 · form4.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,429.6 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| May 11, 2018 Filed May 15, 2018 16:18 UTC | KNOLL INC KNL · Entity 137164 | GrantCommon Stock | 4,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001388038-18-000044 · edgar.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,160 F1 · shares: These shares were granted pursuant to the Knoll, Inc. Amended and Restated Non-Employee Director Compensation Plan. These shares vest in two equal annual installments beginning one year from the date of grant. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 17:36 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 848.33 | $94.90 | $80,506.52 |
DisclosureSEC source: 0001127602-18-013551 · form4.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 848.33 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 18:01 UTC | KNOLL INC KNL · Entity 137164 | GrantCommon Stock | 3,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001388038-17-000041 · edgar.xml · nonDerivative · entry 1 Stahl Stephanie · CIK 0001584473 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,635 F1 · shares: These shares were granted pursuant to the Knoll, Inc. Non-Employee Director Compensation Plan. These shares vest in three equal annual installments beginning one year from the date of grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.